Cov khoom kim heev feem ntau pom tias yog cov khoom kim heev uas tsis yog cov khoom tseem ceeb uas cov neeg siv khoom xav tau tab sis tsis xav tau tiag tiag. Cov khoom zoo li no feem ntau xa cov xwm txheej ntawm tus tswv vim cov khoom kim heev thiab muaj lub npe muaj zog txuas nrog lawv.
Cov neeg nplua nuj tshiab tau tsim los ntawm qhov tshwm sim ntawm kev sib kis, kev nplua nuj ntawm cov chav kawm sab saud tau loj hlob, thiab cov tub ntxhais hluas xyoo txhiab kuj tseem nce siab, uas tag nrho yuav ua rau muaj kev xav tau khoom kim heev thiab kev noj haus.
Khoom kim heev watches zoo li ua tau zoo tshwj xeeb ntawm lawv cov kev ua tau zoo raws li ob qho tib si cov khoom siv niaj hnub thiab kev nqis peev zoo hauv qeb hwm. Namely, ib pawg xaiv ntawm cov khoom kim heev timepieces tau zoo dua li S&P 500 Performance index.
Raws li qhov tshwm sim ntawm qhov tseeb tias cov watches khoom kim heev muaj, txog rau qhov no, tau ua tiav kev lag luam hauv xyoo 2022, Looj tau txheeb xyuas ob lub khw muag khoom kim heev los ua tus tswv thaum lub caij ntuj sov xyoo 2022.
Swatch Group AG (OTCPK: SWVAY)
Lub Swatch Group yog tej zaum paub zoo tshaj plaws rau nws cov Swatch-branded watches, tsim kom muaj kev ncaj ncees nrog nws 18 hom sib txawv, uas suav nrog Tissot, Omega, thiab Harry Winston, thiab lwm yam. Qhov tseem ceeb sib npaug, lub tuam txhab tau pom ntau qhov kev puas tsuaj thaum lub sijhawm Covid kev sib kis, uas txo qis kev txav mus los thiab kev siv nyiaj ntawm cov khoom kim heev.
Lub caij no, cov nyiaj tau los kawg daim ntawv qhia qhia tau hais tias qhov rov qab los ntawm kev muag khoom, vim tias lub tuam txhab muaj kev muag khoom nce ntxiv ntawm 30.7% xyoo-rau-xyoo (YoY) rau CHF 7.3 billion (~ $ 7.6 billion), nrog rau cov txiaj ntsig kev lag luam ntawm CHF 1.02 billion (~ $ 1.06 billion). Cov watches thiab cov hniav nyiaj hniav kub ntu muaj kev ua haujlwm zoo ntawm 17.7% rau tag nrho lub xyoo thiab 18.4% hauv ib nrab thib ob.
Tsis tas li ntawd, cov khoom lag luam tau poob ntau dua 22% xyoo dhau los (YTD), poob ntau dua 8% hauv lub hli dhau los. Txawm hais tias cov nyiaj khwv tau los zoo, cov khoom lag luam poob qis nrog tag nrho cov lag luam vim cov tub ua lag luam brace rau qhov muaj peev xwm poob qis thiab txo qis kev siv nyiaj.
LVMH Moët Hennessy - Louis Vuitton (OTCPK: LVMHF)
LVMH yog lub tuam txhab tuav pov hwm nyob rau hauv Fabkis thiab tej zaum yog lub ntiaj teb no cov khoom kim heev conglomerate, tsim ib co ntawm cov khoom kim heev nrov tshaj plaws nyob rau hauv tsib ntu. Namely, Wines & Spirits, Fashion & Leather Goods, Perfumes & Cosmetics, Selective Retailing, thiab Watches & Jewelry.
Qee lub cim npe hauv qab LVMH yog Louis Vuitton, Bulgari, Dior, Kenzo, thiab Givenchy, thiab lwm yam. Hauv nws cov nyiaj tau los kawg daim ntawv qhia, lub tuam txhab pom € 64.22 billion (~ $ 66.99 billion) hauv cov nyiaj tau los, ib qho YoY nce ntawm 43.8%.
Zoo ib yam li SWGAY, LVMHF shares tau poob 25.47% YTD, vim muaj kev txhawj xeeb txog kev nce nqi thiab cov teeb meem nyob ib puag ncig. tsov rog nyob rau hauv Ukraine. Qhov kev ua lag luam nyob rau lub hli dhau los yog nyob nruab nrab ntawm $ 655 thiab $ 563, tejzaum nws muab cov ntsiab lus nkag.
Cov khoom kim heev yuav tsis tawm ntawm style txhua lub sijhawm sai, txawm tias muaj kev txhawj xeeb txog kev siv nyiaj txiag. Ob lub tuam txhab saum toj no sawv cev rau cov qab zib ntawm cov qoob loo thaum nws los txog rau cov khoom kim heev, uas yog pom tseeb thaum saib cov nyiaj tau los.
Nrog rau +20% poob rau hauv tus nqi Tshuag, cov tub ua lag luam tab tom nrhiav kom muaj kev sib txawv rau hauv cov khoom kim heev, tej zaum tau muab cov khoom nkag rau ob lub tuam txhab no. Txawm li cas los xij, nrog rau tam sim no macroeconomic backdrop, ntau volatility tuaj yeem pom hauv cov nqi sib koom.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/2-luxury-watchmaker-stocks-to-buy-in-summer-of-2022/